Relationship Manager & Servicing Advisor

Farther | Wealth management

51m ago

Remote In-Country

Full Time

United States of America

Title: Relationship Manager & Servicing Advisor Location: Hybrid - Springfield, Missouri

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

SignalPoint Asset Management is a Springfield, MO based advisory practice that has been serving families since 2008. We're regular people who happen to love financial planning, and our practice has grown faster than our bandwidth, which is a good problem to have. We're a team of seven led by a Principal and Wealth Advisor, and we're looking for a licensed Servicing Advisor to be the go-to person for our clients day to day, so we can continuebringing in new ones.

You'll pair real planning know-how with genuine empathy, and clients will come to think of you as their person at the firm.

Your Impact

Be the day-to-day point of contact for clients, handling questions, requests, and advice within your license
Escalate to the advisors when it matters and follow through until it's resolved
Partner with ourclient experience and operations teams to keep onboarding, account changes, and service requests moving
Keep client records and notes current so nothing slips through the cracks
Free up the advisors to focus on new business while you take on more as the practice continues to grow

The Ideal Match

Series 65 (or equivalent) and experience in a client-facing planning, advisory, or service role
CFP coursework or progress, or a financial planning background
Confident on the phone, with the emotional intelligence to stay calm and helpful when a client is stressed or upset
Clear, professional communicator in writing and in conversation
Organized, proactive, and comfortable owning follow-through from start to finish

Bonus Points

A small existing book (roughly $15M or less), to allow your focus to be on delivering world class service to existing and new clients. CRM experience (HubSpot, Salesforce, Redtail, or similar)
Comfort picking up new wealth tech platforms quickly

Why Join Us

Work alongside experienced advisors who have built a trusted, well-established practice
Hybrid in Springfield, MO or remote for the right person
Competitive comp package that rewards impact
Work alongside some of the brightest minds in fintech
Ground-floor opportunity at a fast-scaling startup
Chart your own growth path as we expand
Competitive health benefits

Ready to disrupt wealth management? Let's talk!

Required Languages

🇬🇧 English

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.